See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,008,182 | $198,466+408.0% | $170,442+491.5% | $147,584+583.1% |
| Participation rate | 56.5% | 88.0%-31.4pp | 83.6%-27.1pp | 82.8%-26.3pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $13,283 | $6,184+114.8% | $5,433+144.5% | $4,876+172.4% |
| Participant deferral / active EE | $8,583 | $5,629+52.5% | $4,939+73.8% | $5,439+57.8% |
| Admin fee / account holder | $60,946 | $16,852+261.7% | $13,880+339.1% | $10,885+459.9% |